Wealth Alliance’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
10,981
+38
| +0.3% | +$3.94K | 0.13% | 153 |
|
|
2025
Q1 | $1.2M | Buy |
10,943
+55
| +0.5% | +$6.01K | 0.14% | 141 |
|
|
2024
Q4 | $1M | Sell |
10,888
-204
| -2% | -$18.8K | 0.12% | 157 |
|
|
2024
Q3 | $1.14M | Sell |
11,092
-2,308
| -17% | -$237K | 0.14% | 148 |
|
|
2024
Q2 | $1.18M | Buy |
13,400
+162
| +1% | +$14.2K | 0.15% | 133 |
|
|
2024
Q1 | $1.14M | Buy |
13,238
+854
| +7% | +$73.5K | 0.15% | 141 |
|
|
2023
Q4 | $1.01M | Sell |
12,384
-203
| -2% | -$16.5K | 0.14% | 142 |
|
|
2023
Q3 | $947K | Buy |
12,587
+1,363
| +12% | +$103K | 0.15% | 140 |
|
|
2023
Q2 | $945K | Buy |
11,224
+1,182
| +12% | +$99.5K | 0.14% | 147 |
|
|
2023
Q1 | $914K | Buy |
10,042
+3,365
| +50% | +$306K | 0.15% | 151 |
|
|
2022
Q4 | $634K | Buy |
6,677
+1,119
| +20% | +$106K | 0.11% | 196 |
|
|
2022
Q3 | $481K | Sell |
5,558
-813
| -13% | -$70.4K | 0.09% | 221 |
|
|
2022
Q2 | $611K | Sell |
6,371
-3,200
| -33% | -$307K | 0.12% | 187 |
|
|
2022
Q1 | $955K | Buy |
9,571
+87
| +0.9% | +$8.68K | 0.2% | 122 |
|
|
2021
Q4 | $843K | Buy |
9,484
+47
| +0.5% | +$4.18K | 0.17% | 137 |
|
|
2021
Q3 | $766K | Buy |
9,437
+265
| +3% | +$21.5K | 0.17% | 134 |
|
|
2021
Q2 | $776K | Buy |
9,172
+2,456
| +37% | +$208K | 0.18% | 132 |
|
|
2021
Q1 | $569K | Buy |
6,716
+1,408
| +27% | +$119K | 0.16% | 155 |
|
|
2020
Q4 | $442K | Buy |
5,308
+1,677
| +46% | +$140K | 0.13% | 189 |
|
|
2020
Q3 | $297K | Buy |
3,631
+854
| +31% | +$69.9K | 0.11% | 236 |
|
|
2020
Q2 | $221K | Buy |
+2,777
| New | +$221K | 0.09% | 269 |
|